Dashboard and Navigation

Learn to navigate within your OneAsset Investor Account
Support
Support is the entry point for help resources and customer assistance. It provides access to self-serve documentation and a structured path to contact...
Account Roles
Account roles defines which role(s) are assigned to the account and enforces compatibility rules between roles. Available roles are listed with a togg...
Account Settings
Settings centralizes account configuration and access controls. It is the entry point for managing profile identity, verification status, linked walle...
Notifications
Notifications surface account-level updates and system events relevant to your activity. They are accessed from the profile avatar menu and link back ...
Owned
Owned lists the assets for which you currently hold shares. Each row represents one asset position and summarizes your share count, value, yield accru...
Portfolio
The Portfolio section provides a consolidated view of your holdings, balances, and performance. It is the primary workspace for monitoring portfolio v...
Asset Shares
The Asset Shares section is the entry point for discovering owned asset shares. It provides search, filtering, and access to each property’s detailed ...
Primary navigation menu
The primary navigation menu is the persistent sidebar used to move between core product areas. It remains visible while the main content area changes ...
Dashboard overview
The Dashboard is the default post-login workspace with the Portfolio section enabled by default. It provides persistent navigation (header and sidebar...